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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,279 | $77,638-75.2% | $156,551-87.7% | $62,881-69.3% |
| Participation rate | 35.7% | 71.2%-35.5pp | 84.0%-48.3pp | 69.3%-33.6pp |
| Annual return | 4.54% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $397 | $3,444-88.5% | $5,501-92.8% | $2,281-82.6% |
| Participant deferral / active EE | $822 | $3,046-73.0% | $4,871-83.1% | $3,203-74.3% |
| Admin fee / account holder | $4,951 | $5,561-11.0% | $13,028-62.0% | $4,296+15.3% |